Our Team
Our Planners
Lise M. Allin
BSc., MPA, CLU, CHFC, CDFA, President
- lise@liseallininsurance.com
- OFFICE: 613-968-6751 ext. 25
- CELL & TEXT: 613-885-9335
- TOLL FREE: 1-800-555-5898 EXT. 25
Lise Allin
Lise Allin is a Chartered Financial Consultant and is President of Lise Allin Insurance and Estate Planning Services in Belleville, Ontario. Lise has been assisting her clients build and preserve wealth for over 35 years. While the majority of her clients are located in Ontario, Lise also has clients in other provinces. Lise graduated from Queen’s University with a Bachelor of Science and with a Masters in Public Administration. She is a Chartered Life Underwriter, Chartered Financial Consultant, and Certified Divorce Financial Analyst.
Lise offers decades of experience as President and Branch Manager of the Belleville Office, as Regional Trainer of Financial Planners for Money Concepts’ Upper Canada Region. Over the years, she has helped more than 500 clients meet their financial goals, and currently works with over 50 high net worth clients in her practice.
Community work is an important part of Lise’s life. She has served as President of Business and Professional Women’s Club; Director of Advocis nationally, Men Ending Abuse Counselors in Belleville, SA Crisis Centre for Women in Kingston, Three Oaks Foundation Women’s Shelter in Belleville; Governor on the Board of Directors for Kingston General Hospital; Founding Member of the Belleville General Hospital Foundation; and Chair of The Allin Foundation.
Lise is honoured to have been awarded Businesswoman of the year for Canada (Money Concepts, 1997), Saleswoman of the Year for Canada (Money Concepts, 1986), the Chairman’s Club recipient for Top Producer (Money Concepts, 15 years), the President’s Club recipient for Top Producer at (Money Concepts, 15 years), to have been the Canada Life President’s Club Award Winner (1980-1986), and to have been nominated for Woman Entrepreneur of the Year for Canada (Royal Bank, 2006).
Bernie Tenbult
LLQP Accredited, Life-Licensed Advisor
- bernie@liseallininsurance.com
- OFFICE: 613-968-6751 ext. 25
- CELL & TEXT: 613-919-4080
- TOLL FREE: 1-800-555-5898 ext. 25
Bernie Tenbult
Bernie joined Lise Allin Insurance Agencies in 2012 after many years of experience as a personal banker with Toronto Dominion Bank. Alongside Lise, Bernie services over $20 million of clients assets in the Bay of Quinte area.
Bernie has many years of experience as a volunteer fundraiser for the United Way and the Salvation Army. He also has been a volunteer Driver for Operation Red Nose which has raised over a million dollars for Camp Trillium for Children.
LIsa Dwyer
LLQP Accredited, Life-Licensed Advisor
- (613) 968-6751 ext. 0
- lisadwyer@liseallininsurance.com
Lisa Dwyer
Lisa Dwyer is a life-licenced advisor, and is well versed in segregated funds, life insurance solutions, and estate planning. Lisa is LLQP Accredited (a life industry standard) and holds her life and accident and sickness licenses. Her practice focuses on financial planning for women and couples interested in building and preserving wealth for family goals and retirement.
Lisa is a Loyalist College graduate (Residential Design, Architectural Technician and Survey Engineering). Lisa spent five years with Defense Construction Canada prior to joining Lise Allin Insurance and Estate Planning Services in 2018. Lisa is a past volunteer firefighter and is passionate about living a healthy lifestyle, spending time with her family, exploring the outdoors, and helping her clients and their families with their personal financial planning.
TED CRAGO
B.Eng., LLQP Accredited, Financial Planner
- ted@liseallininsurance.com
- OFFICE: 613-968-6751 ext. 23
- CELL & TEXT: 613-438-5006
- TOLL FREE: 1-800-555-5898 EXT. 23
Ted Crago
Ted is a Certified Financial Planner (since 2001), and is LLQP accredited and life licensed. He attended Technical University of Nova Scotia (now Dalhousie University) for his Bachelor of Engineering, as well as the Haileybury School of Mines. Prior to joining Lise Allin Insurance Agencies Inc in 1993, Ted had eight years of training and management experience with the McDonald’s Corporation. Currently Ted consults on over $20 million of clients assets in the Bay of Quinte area.
Ted is an avid golfer of over 50 years–and has achieved a hole-in-one! He loves enjoying good conversation and wine with his family and friends on a sunny deck.
Andrew Maclean
Financial Advisor, LLQP Accredited, Senior Administrator
- andrew@liseallininsurance.com
- OFFICE: 613-968-6751 ext. 36
- CELL & TEXT: 613-970-1025
- TOLL FREE: 1-800-555-5898 ext. 36
Andrew Maclean
Andrew Maclean is a life-licenced financial advisor. He first joined our team in the fall of 2014 as an administrator, and now he and Lise serve clients’ estate planning, life insurance, investment, and financial planning needs. Andrew also offers administrative support. He thrives on building relationships with clients as he works to help them develop financial literacy, establish smart money habits, and build wealth. Andrew is always delighted to help clients by answering questions about your online portfolio and offering technical assistance – please feel free to reach out to Andrew any time!
Andrew completed his BBA in Accounting from Andrews University in Michigan. He
has lived in both Canada and the US, and holds dual-citizenship. He is a fitness enthusiast, enjoys cycling, kayaking, and jogging, and is a certified scuba diver. Andrew volunteers for the Canadian Coast Guard Auxiliary, and is very active with Quinte Search & Rescue. Andrew is an aviation, rail, and marine enthusiast, and loves conversations about the transportation industry.
Our Staff
Shelley Wallace
Reception and Processing
Queue Co-ordinator
- shelley@liseallininsurance.com
- OFFICE: 613-968-6751 ext. 0
- TOLL FREE: 1-800-555-5898 ext. 0
Leslie Allin
Client Service Specialist
- leslie@liseallininsurance.com
- OFFICE: 613-968-6751 ext. 25
- TOLL FREE: 1-800-555-5898 ext. 25
Leslie
Leslie is a client service specialist based in our Guelph office. She earned her PhD (English Literature) from The University of Guelph in 2014, and her MA from The University of Warwick in 2009. She believes strongly in supporting women’s empowerment through financial and economic stability.
Rolf Busch
Data Management Coordinator
- rolf@liseallininsurance.com
- OFFICE: 613 968 6751 ext. 21
- TOLL FREE: 1-800-555-5898 ext. 21
Rolf Busch
Rolf Busch is the Data Management Coordinator for Lise Allin Insurance and Estate Planning Services, and joined our company in 2009. He is meticulous in all aspects of data security, records maintenance, and marketing communication. Rolf comes from a background in Fine Arts, Editing, Graphic and Book Cover Design.
Raghav Chaudhary
Administrator
- raghav@liseallininsurance.com
- OFFICE: 613 968 6751 ext. 1003
- TOLL FREE: 1-800-555-5898 ext. 1003
Raghav Chaudhary
My name is Raghav Chaudhary, and I hold a Bachelor’s degree in Computer Application, complemented by certifications in Project Management and Supply Chain Management from Loyalist College. I have a well-rounded professional background, having worked as an IT Support Specialist in India and as a Lead Support Manager and Customer Experience Department Manager in Canada. Currently, I am part of the team at Lise Allin Insurance, where I’ve been contributing since June 2023.
In addition to my work, I am passionate about sports like volleyball and basketball, which not only keep me active but also enhance my collaborative and leadership skills. I am driven by a desire to learn, grow, and take on new challenges in both my professional and personal life.
“You have bettered our lives for the professional work you have favoured us with over these years and we are appreciative. We appreciate that Lise has always been interested in the state of our family and our collective wellbeing. Financial security is, of course, one important part of that. You have done a very good job in the management of our financial future. We have respect and confidence in your experience and decision making.”
– Ray and Nan –